Stellar Bancorp, Inc.
STELDelisted Jul 1, 2026- Industry
- National Commercial Banks
- SEC CIK
- 0001473844
Stellar Bancorp, Inc. was delisted on Jul 1, 2026; its insiders filed their last Form 4 on Jul 1, 2026; 213 institutions reported holding it in 13F filings for Q2 2026, worth $1.28B in total; no superinvestor held it.
13F holders, Q3 2025
Institutional positions in Stellar Bancorp, Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 191
- +8 vs. Q2 2025
- Shares held
- 31.6M
- +425.9K (+1.4%) vs. Q2 2025
- Total value
- $958.2M
- +$93.1M (+10.8%) vs. Q2 2025
- New holders
- 20
- 65 more added
- Sold out
- 12
- 65 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting STEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 213 | $1.28B |
| Q1 2026 | 229 | $1.22B |
| Q4 2025 | 194 | $980.6M |
| Q3 2025 | 191 | $958.2M |
| Q2 2025 | 184 | $866.7M |
| Q1 2025 | 189 | $831.8M |
| Q4 2024 | 180 | $865.1M |
| Q3 2024 | 175 | $758.2M |
| Q2 2024 | 164 | $664.0M |
| Q1 2024 | 165 | $691.3M |
| Q4 2023 | 160 | $803.5M |
| Q3 2023 | 151 | $582.0M |
| Q2 2023 | 153 | $630.8M |
| Q1 2023 | 152 | $675.6M |
| Q4 2022 | 168 | $804.1M |
| Q3 2022 | 111 | $365.1M |
| Q2 2022 | 99 | $303.6M |
| Q1 2022 | 96 | $351.7M |
| Q4 2021 | 89 | $302.5M |
| Q3 2021 | 76 | $252.4M |
| Q2 2021 | 84 | $263.6M |
| Q1 2021 | 87 | $280.0M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −4−57.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 1 | $30 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 7 | $210 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 16 | $486 | 0.00% | +16 | New |
| Farther Finance Advisors, LLC | 17 | $516 | 0.00% | +8+88.9% | Added |
| Parkside Financial Bank & Trust | 20 | $608 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $941 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $1.52K | 0.00% | +50 | Added |
| Rothschild Investment LLC | 65 | $1.97K | 0.00% | −20−23.5% | Reduced |
| Hantz Financial Services, Inc. | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 67 | $2.03K | 0.00% | −3−4.3% | Reduced |
| Marquette Asset Management, LLC | 67 | $2.03K | 0.00% | +67 | New |
| Salomon & Ludwin, LLC | 78 | $2.37K | 0.00% | +78 | New |
| Wealthspire Advisors, LLC | 81 | $2.46K | 0.00% | +81 | New |
| Bare Financial Services, Inc | 83 | $2.52K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 102 | $3.10K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 107 | $3.25K | 0.00% | +91+568.8% | Added |
| Allworth Financial LP | 131 | $3.98K | 0.00% | +15+12.9% | Added |
| True Wealth Design, LLC | 145 | $4.40K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 149 | $4.52K | 0.00% | +13+9.6% | Added |
| Bessemer Group Inc | 179 | $5.00K | 0.00% | +43+31.6% | Added |
| Fifth Third Bancorp | 175 | $5.31K | 0.00% | +7+4.2% | Added |
| Clearstead Advisors, LLC | 190 | $5.76K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 200 | $6.07K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 256 | $7.77K | 0.00% | +256 | New |
| Harbor Capital Advisors, Inc. | 268 | $8.00K | 0.00% | +8+3.1% | Added |
| Signaturefd, LLC | 289 | $8.77K | 0.00% | +27+10.3% | Added |
| Quarry LP | 518 | $15.7K | 0.00% | +518 | New |
| Smartleaf Asset Management LLC | 576 | $17.4K | 0.00% | +204+54.8% | Added |
| Parallel Advisors, LLC | 627 | $19.0K | 0.00% | −36−5.4% | Reduced |
| EverSource Wealth Advisors, LLC | 776 | $23.5K | 0.00% | +25+3.3% | Added |
| MAI Capital Management | 1,000 | $30.3K | 0.00% | −41−3.9% | Reduced |
| Chilton Capital Management LLC | 1,175 | $35.6K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,279 | $38.8K | 0.00% | −1,252−49.5% | Reduced |
| Royal Bank of Canada | 1,326 | $40.0K | 0.00% | −6,880−83.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,453 | $44.1K | 0.00% | +1,423+4,743.3% | Added |
| GAMMA Investing LLC | 1,565 | $47.5K | 0.00% | +94+6.4% | Added |
| KBC Group NV | 1,982 | $60.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,229 | $67.3K | 0.00% | +12+0.5% | Added |
| Tower Research Capital LLC (TRC) | 2,549 | $77.3K | 0.00% | −6,606−72.2% | Reduced |
| ISAM Funds (UK) Ltd | 2,738 | $83.1K | 0.02% | +2,738 | New |
| Plante Moran Financial Advisors, LLC | 2,970 | $90.1K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,971 | $90.1K | 0.00% | −8−0.3% | Reduced |
| Sterling Capital Management LLC | 3,258 | $98.8K | 0.00% | +1,987+156.3% | Added |
| CWM, LLC | 3,334 | $101.0K | 0.00% | +1,687+102.4% | Added |
| Aquatic Capital Management LLC | 3,704 | $112.4K | 0.00% | +3,704 | New |
| Ameritas Investment Partners, Inc. | 3,931 | $119.3K | 0.00% | −909−18.8% | Reduced |
| Nisa Investment Advisors, LLC | 4,232 | $128.4K | 0.00% | +176+4.3% | Added |
| Quest Partners LLC | 4,351 | $132.0K | 0.01% | +1,633+60.1% | Added |
| Jones Financial Companies LLLP | 4,591 | $139.9K | 0.00% | +10+0.2% | Added |
| Mather Group, LLC. | 4,916 | $149.2K | 0.00% | +4,916 | New |
| FMR LLC | 5,801 | $176.0K | 0.00% | −8,830−60.4% | Reduced |
| Maryland State Retirement & Pension System | 6,675 | $202.5K | 0.00% | −6,788−50.4% | Reduced |
| Sunbelt Securities, Inc. | 6,808 | $206.6K | 0.01% | −27,693−80.3% | Reduced |
| Cerity Partners LLC | 6,844 | $207.6K | 0.00% | +6,844 | New |
| Victory Capital Management Inc | 7,251 | $220.0K | 0.00% | −1,137−13.6% | Reduced |
| Quadrant Capital Group LLC | 7,533 | $228.6K | 0.01% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 7,581 | $230.0K | 0.18% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 7,940 | $240.9K | 0.06% | −4,900−38.2% | Reduced |
| Waters Parkerson & Co., LLC | 8,000 | $242.7K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,116 | $246.2K | 0.00% | +328+4.2% | Added |
| Evergreen Capital Management LLC | 8,177 | $248.1K | 0.01% | +8,177 | New |
| Handelsbanken Fonder AB | 8,400 | $255.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 8,812 | $267.4K | 0.00% | −5,906−40.1% | Reduced |
| ProShare Advisors LLC | 8,850 | $268.5K | 0.00% | −1,631−15.6% | Reduced |
| Foundations Investment Advisors, LLC | 9,208 | $279.4K | 0.00% | −95−1.0% | Reduced |
| Beacon Pointe Advisors, LLC | 9,758 | $296.1K | 0.00% | −20,439−67.7% | Reduced |
| Pictet Asset Management Holding SA | 9,778 | $296.7K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 9,787 | $296.9K | 0.00% | +500+5.4% | Added |
| New York State Teachers Retirement System | 9,807 | $298.0K | 0.00% | −100−1.0% | Reduced |
| Public Employees Retirement Association of Colorado | 10,257 | $311.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 10,427 | $316.4K | 0.00% | −100−0.9% | Reduced |
| Patron Partners Advisors, LLC | 10,658 | $323.4K | 0.15% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,667 | $323.6K | 0.00% | +10,667 | New |
| State of Tennessee, Treasury Department | 11,068 | $335.8K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,508 | $349.2K | 0.00% | −621−5.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,681 | $354.4K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,770 | $357.1K | 0.00% | −395,192−97.1% | Reduced |
| Dark Forest Capital Management LP | 12,038 | $365.2K | 0.01% | −13,852−53.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,333 | $374.2K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 12,363 | $375.1K | 0.22% | +12,363 | New |
| Comerica Bank | 12,580 | $381.7K | 0.00% | −2,807−18.2% | Reduced |
| Crestmont Private Wealth LLC | 12,729 | $386.2K | 0.13% | −9,000−41.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,059 | $396.2K | 0.00% | +1,629+14.3% | Added |
| Teachers Retirement System of the State of Kentucky | 13,067 | $397.0K | 0.00% | −1,557−10.6% | Reduced |
| LPL Financial LLC | 13,162 | $399.3K | 0.00% | +13,162 | New |
| New York State Common Retirement Fund | 13,401 | $406.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 13,587 | $412.0K | 0.00% | +451+3.4% | Added |
| State Board of Administration of Florida Retirement System | 13,904 | $421.8K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 13,974 | $424.0K | 0.00% | +13,974 | New |
| SG Americas Securities, LLC | 14,163 | $430.0K | 0.00% | +8,997+174.2% | Added |
| Yousif Capital Management, LLC | 14,268 | $432.9K | 0.00% | −2,869−16.7% | Reduced |
| Colony Group, LLC | 14,392 | $436.7K | 0.00% | −183−1.3% | Reduced |
| Versant Capital Management, Inc | 14,446 | $438.3K | 0.06% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,470 | $439.0K | 0.00% | −21−0.1% | Reduced |
| CI Private Wealth, LLC | 15,195 | $461.0K | 0.00% | +50+0.3% | Added |
| Susquehanna International Group, LLP | 15,236 | $462.3K | 0.00% | −63,265−80.6% | Reduced |
| Precedent Wealth Partners, LLC | 16,000 | $485.4K | 0.11% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 16,071 | $487.6K | 0.06% | +252+1.6% | Added |
| Avidian Wealth Solutions, LLC | 16,552 | $502.2K | 0.02% | +35+0.2% | Added |